Scenario for Using Dynamic Candidates with Team-Based Objects

This scenario provides an example of assigning only Sales Team positions to an opportunity related to an account. You might use this feature differently, depending on your business model.

A large corporation has just identified a new opportunity for an existing account. The senior VP wants to make sure that only members of a specific sales team are assigned to this opportunity. The sales team for this account opportunity has the positions shown in the following table.

Position Name

Role

Primary

VP, Global Services

Executive Sponsor

No

Sales East - Manager

Sales Team

No

Sales Rep 43

Sales Team

Yes